Keystone Financial Services
13F Portfolio Filings
- Most recent 13FQ4 2024
- Locationloveland, CO
- CIK0001865158
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
102 | $261.19M | IVV, IUSB, IVW, QUAL | 13F-HR | Jan 30, 2025 | 000186515825000001 | ||
97 | $257.88M | IVV, IUSB, IVW, QUAL | 13F-HR | Nov 5, 2024 | 000186515824000005 | ||
87 | $241.34M | IVV, IUSB, IVW, QUAL | 13F-HR | Jul 23, 2024 | 000186515824000003 | ||
86 | $229.24M | IVV, IUSB, QUAL, DYNF | 13F-HR | Jun 13, 2024 | 000186515824000002 | ||
82 | $211.64M | IVV, IUSB, QUAL, EFV | 13F-HR | Jan 29, 2024 | 000186515824000001 | ||
72 | $188.91M | IVV, IUSB, EFV, QUAL | 13F-HR | Nov 8, 2023 | 000186515823000005 | ||
73 | $195.81M | IVV, IUSB, QUAL, EFG | 13F-HR | Aug 2, 2023 | 000186515823000004 | ||
79 | $186.70M | IVV, IUSB, QUAL, EFG | 13F-HR | Apr 28, 2023 | 000186515823000003 | ||
80 | $185.98M | IVV, ESGU, IUSB, EFV | 13F-HR | Feb 1, 2023 | 000186515823000002 | ||
79 | $172.11M | IVV, ESGU, IUSB, EFV | 13F-HR | Oct 28, 2022 | 000186515822000006 | ||
81 | $183.86M | IVV, ESGU, IUSB, GOVT | 13F-HR | Aug 3, 2022 | 000186515822000005 | ||
74 | $173.58M | IVV, ESGU, IUSB, EFV | 13F-HR | May 10, 2022 | 000186515822000004 | ||
85 | $194.89M | ESGU, IVV, EFV, EFG | 13F-HR | Feb 1, 2022 | 000186515822000003 |